Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Network design and operations specialist Black Box
So what: Black Box delivered stellar sales but merely adequate earnings in the third quarter and guided to another mixed bag in the fourth quarter -- but that's judging the results against the expectations of just two analyst firms. More to the point, the company's revenues are accelerating while margins are growing wider, and that adds up to plenty of earnings growth.
Now what: True to its name, Black Box tends to fly under the radar. The company installs and maintains networking gear from Cisco Systems
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